See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $89,949 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,371 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 33-4144829 | Accounting | $35,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$271,409 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,375 | $122,693+12.0% | $184,203-25.4% | $199,593-31.2% |
| Participation rate | 93.6% | 86.8%+6.9pp | 86.8%+6.8pp | 72.0%+21.7pp |
| Annual return | 17.78% | 143.91%-126.1pp | 28.81%-11.0pp | 34.25%-16.5pp |
| Employer contribution / active EE | $5,127 | $4,584+11.8% | $6,427-20.2% | $3,034+69.0% |
| Participant deferral / active EE | $8,977 | $7,990+12.3% | $9,131-1.7% | $5,087+76.5% |
| Admin fee / account holder | -$29 | $121-123.9% | $13,901-100.2% | $269-110.7% |